Job Description & How to Apply Below
About Vymo
Vymo transforms how financial institutions manage their distribution networks and collections operations.
Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global financial enterprises, enabling banks and insurers to optimize performance across their distribution channels, and empowering banks to drive operational excellence in collections.
Why Global Leaders Choose Vymo
Vymo partners with financial institutions through a comprehensive solution that combines deep domain expertise with cutting-edge technology. Our platform's human-centric design, coupled with enterprise-grade scalability and AI-powered intelligence, delivers measurable business outcomes while ensuring high user adoption and engagement.
Recognition & Trust
● Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital, and Bertelsmann Investments.
● Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!
● Recognized by Celent in their 2024 Distribution Management Solutions report, with an Advanced Functionality ranking.
● Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as a "Strong Performer" in Forrester's Sales Engagement Wave Report.
● Microsoft 'AI for All' award winner for innovation in artificial intelligence
Explore Vymo at
Product:
The evolution of Vymo as a product can be broadly divided into three phases
1. Lead and Activity Management:
We provided a mobile-first lead and activity management tool that enabled large enterprises with distributed field sales teams to digitize their sales processes and get real time visibility into their team’s productivity.
2. Sales Engagement Platform:
We built capabilities like nudges, goals, playbooks, performance dashboards etc that enabled large financial institutions to improve their business outcomes(faster time to convert, higher sales, increased productivity etc).
3. Distribution Management Platform:
We are currently in this phase. With a significant increase in the number of apps an average seller uses to perform their day-to-day business activities,financial institutions are looking to consolidate their tech stack. In addition, we realize that we have an opportunity to become an insurance “core system” by owning the end-to-end advisor life cycle - recruitment, onboarding, training, selling, engagement and performance management.
About the Role
Client Onboarding & Delivery
● Lead end-to-end onboarding and launch implementations for new and existing customers (Discovery → Planning → Delivery → Go-live).
● Act as the face of Vymo for clients, ensuring predictable, high-quality delivery experiences.
● Manage senior business and IT stakeholder relationships across enterprise accounts. Agile Execution & Governance
● Plan and execute delivery using Agile/Scrum, aligning sprint goals with customer milestones.
● Own delivery governance — scope, timelines, risks, dependencies, and change management.
● Assess and communicate the technical impact of change requests (effort, risk, regression).
● Ensure adherence to engineering standards, release protocols, and quality benchmarks. Release, Go-Live & Post-Launch
● Drive go-live readiness including code freeze coordination, deployment checklists, and sign-offs.
● Coordinate production deployments and hypercare with Engineering, QA, Infra, and Support teams.
● Lead incident triage and RCA for post-launch issues and track preventive actions to closure.
● Monitor post-release stability and adoption metrics to ensure sustained success.
Cross-Functional Leadership
● Work closely with Product, Engineering, Solutions, Sales, and Customer Success to deliver at scale.
● Mentor and guide Project Managers on delivery excellence, customer management, and execution.
● Contribute to process improvements, best practices, playbooks, and scalable delivery frameworks.
Technical Delivery Ownership
● Partner with Engineering, Product, and Solutions to plan delivery with a strong understanding of system behavior, constraints, and dependencies.
● Lead technical discovery to surface integration…
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